Bonds Analysis & Opinion

10-Year Note Non-Commercial Speculator Positions: Large bond speculators raised their bearish net positions in the US 10 Year T-Note Futures markets this week following a sharp reduction...

Those that view the message of the market on daily basis are likely confused by trading noise. While trading noise contributes to the long-term trends, it does not define them. Human behavior tries to...

US economic growth has been robust in recent quarters, supporting global demand through a period of weakness associated with a manufacturing slump and increased uncertainty. Indeed, it is not a...

Government bonds have experienced a massive rally over the past 4 months. The question is, could that rally be over or is it just ready to take a breather? Hard to say. Government Bond...

Yesterday’s release of the Beige Book survey from the Federal Reserve paints an upbeat profile, advising that the “the economy expanded at a modest pace through the end of August.”...

One of the main drivers of gold prices recently has been the plunge in long-term interest rates. Gold is very negatively correlated to the change in real yields: when they fall it is bullish for the...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators cut back on their bearish net positions in the 10-Year Note futures markets this week, according to the latest...

On August 29, negative-yielding debt topped the $17 trillion mark. Nearly all of that is outside the US. Bloomberg comments on the Unstoppable Surge in Negative Yields. The global stock of...

It’s a rough world for yield-hungry investors these days. As interest rates plunge near and far, in some cases diving into negative terrain, searching for a respectable payout in the financial...

The 10-year Treasury yield’s slide has left a scorched path in its wake as bond-market forecasters struggle to make sense of its precipitous drop. Investors now say the 10-year Treasury yield...

Actually, negative rates have already reached America’s shore, albeit in selected bond markets for specific maturities. Current “real” yields for inflation-indexed Treasuries for the...

co-authored by Jack ScottOver the past few decades, the central banks, including the Federal Reserve (Fed), have relied increasingly on interest rates to help modify economic growth. Interest rate...

Investors hoping for some relief from August’s whipsaw trading may not find it in September.Next month, several major issues seem to be looming on the horizon, riddled with uncertainties. For...

The relationship between short-term market interest rates and the interest rates set by the Fed is a complicated one. The market makes predictions about what the Fed is going to do and moves in...